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Demonstration: Integrated Apps

.In this step, we are going to be shown some greater details of the integrations shown in the previous step.
In this demo, we’re going to look at the various Office 365 integrations that are available for Dynamics 365. I’m going to demo the following– the email app to Outlook integration, OneNote integration, Click-to-Call using Skype for Business, SharePoint integration, as well as Office 365 Groups.
Let’s take a look at the demo. First of all, email integration– as you can see, here I’m in Outlook. I click on Dynamics 365 integration. And here, you will see it authenticates, opens the app, and, as you can see, take me straight to the contact record for Julie Yack.
Let’s look at OneNote integration. Here, you can see I’m inside the Dynamics environment. I take a look at accounts. And I’m going to open Alpine Ski House.
We have the standard timeline, where I can add various activities. But because the integration to OneNote has been completed, when I click on OneNote, it will open and display the specific notes associated with, as you can see, the Alpine Ski House. Let’s look at Click-to-Call. Back on the record here, I have a phone number entered. Note what happens when the Skype for Business integration is configured. First of all, you will note that it is showing that I am online, by this green tick, that I’m available for calls. But let’s make a call. I click on the call icon. Notice it automatically brought up this Click-to-Call window. So if I click that, I could actually make the phone call.
Let’s just get rid of that at this point. But you’ll see it also opened a quick phone call activity, so I can complete the activity for the phone call as part of that integration.
The next area we’ll look at is SharePoint integration. Note once again, staying on the record, I go to related section or tab. And I go down to documents. You’ll see that within documents, I have the files listed in here. And these are coming directly from the SharePoint location. So if I wanted to open that location, I can, as you can see, open it. In this case, I can open the document location. And it takes me straight to that SharePoint file location that these files are located at. The beauty is, it is all within the single interface. I can work with specific files, like this proposal here.
Notice when I clicked it, I now have edit, delete, check in, check out, and edit properties available to use.
Let’s go back to the main summary screen, and we’ll look at our last integration in this demo. And that is Office 365 Groups. Once again, I can go to Related, and I can go down here and select Office 365 Groups. It will then open Office 365 Groups embedded directly into Alpine Ski House. And there we have it. I could open the calendar associated with the specific group. You can see here the Alpine Ski House calendar.
Back on the record here, I could actually take a look at the open conversations. And once again, it takes me to that conversation thread in Outlook, and I can see those conversation activities related to the specific group– all that functionality, as you can see, natively integrated direct into the interface of Dynamics 365.

In the previous step, we were given a brief overview of a few integrations which Dynamics 365 can have with the Microsoft product family.

In this step, we are going to be shown some greater details of these integrations.

Email App for Outlook

The Dynamics 365 Email App for Outlook allows users to access contact records on the Common Data Service (CDS) directly from within Outlook.

OneNote Integration

This integration allows users to access and create OneNote notes specifically tied to a Dynamics 365 record directly from the record within the Dynamics 365 platform.

Click-to-Call using Skype for Business

For organisations using Skype for Business, this allows their users to call numbers associated with a record directly from the Dynamics 365 platform, and track the details of the interaction with a handy pop-up form

SharePoint Integration

When viewing a record on the Dynamics 365 platform, the user can click on the ‘Related’ button and select ‘Documents’, to view & access any files associated with the record on the associated SharePoint

Office 365 Groups

Office 365 Groups allows for Office 365 users who are not Dynamics 365 users to still collaborate on or view salient information from records, such as calendars and email conversations

Join the discussion

What current integration tools are you using? Do you have an ‘all-in-one’ solution, or do you and your team have to use a combination of tools that do not directly integrate? What workarounds have you created for these scenarios?
Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as Complete button to check the Step off, then you can move to the next step.
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Dynamics 365: Implementing Power Platform Integrations

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